China automobile export status, 2023
China took the global lead in automobile export in 2023, driven by robust demand for EVs.
18
Jul
18
Jul
TSMC revises 2024 sales growth forecast to 24-26%
TSMC expects revenue in US dollars to increase between 24-26% this year, up from its earlier prediction of 21% to 26%.
18
Jul
Intel, GlobalFoundries defy chip slump sparked by policy worry
Intel Corp. and Globalfoundries Inc. rallied Wednesday, defying a broad selloff among chip companies, as investors speculated the two could benefit from fresh policies under either a Biden or Trump administration.
18
Jul
ASML’s China sales surge highlights risk of tighter US curbs
ASML’s surging sales to China in the second quarter accounted for nearly half of the Dutch company’s revenue, revealing the limited impact of US export restrictions so far as the Biden administration considers even tougher curbs.
18
Jul
Debunking Trump’s misconceptions on Taiwan’s role in the global chip industry
US Republican presidential candidate Donald Trump, in an interview with Bloomberg Businessweek, claimed that Taiwan had taken 100% of the chip business from the US without giving anything in return. He also reiterated his belief that Taiwan should pay for defense and protection from the United States. However, a closer look reveals several misconceptions in Trump’s statements regarding the US-China chip war.
18
Jul
SK Hynix on track to explore interposer-free HBM4 production
In vying for Nvidia’s next-generation memory orders, SK Hynix is prioritizing cost reduction through a more radical approach: eliminating silicon interposers entirely from HBM4 production, while Samsung Electronics plans to adopt a 4nm manufacturing process for the new product.
18
Jul
Players’ cards in AI server assembly market
Generative AI continues to fuel global server business potential spreading like wildfire. Taiwanese manufacturers dominate the global AI server assembly industry, representing as much as 90% of it. This is due to their exceptional skills in server design, research and development, and contract manufacturing. Taiwan is the primary recipient of this market dominance.
18
Jul
India reportedly to speed up visa processing for Chinese technicians, clarify investment conditions
To expedite investments and establish a local electronics manufacturing ecosystem, India reportedly plans to speed up visa issuance for Chinese engineers and clarify the conditions under which Chinese investments will be allowed.
18
Jul
TSMC expects around 10% revenue growth in 3Q24
TSMC announced that revenue and margins exceeded guidance in the second quarter of 2024, and it expects revenue for the third quarter to increase 9.5% sequentially at the midpoint.
18
Jul
Acer to expand brick-and-mortar footprint in India
Acer, a Taiwan-based consumer electronics company, plans to capitalize on its brand value by opening brick-and-mortar stores in India.